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Create multiple campaign responses with worklows. RRS feed

  • Question

  • I try to figure out how to create a workflow that create one campaign respons for each required attendees in an appointment.


    This is what I want to do:

     

    Step 1: Create an appointment with multiple attendees

    Workflow 1: E-mail invitation to the attendees

    Workflow 2: Create a new Campaign equal to the appointment subject

    Worklow 3: Create a campaign respons for each attendees

     

    1 and 2 is peace of cake, but nr 3 drives me crazy!!

     

     

    Someone?

     

     

    (MS CRM 4.0)

    Thursday, February 21, 2008 10:18 PM

Answers

  • This is a limitation of the Workflow activities that ship with CRM 4.0 - there is no way to loop through child entities (in this case the attendees).

    The only way to achieve the required result is to create a plugin, or a custom workflow activity to loop through the attendees. The development effort for each of these is very similar - I'd go for a custom workflow activity so that it can be integrated with the other 2 steps


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/
    Tuesday, March 24, 2009 9:09 PM
    Moderator